This is a name that is well held institutionally and in the retail market. There may be some acquisition overhang that will ultimately be beneficial. Management will do small acquisitions, but the big deals are likely done he thinks. This company has an attractive payout ratio (near 80%) and so the dividend should be sustainable. It has been a core holding of theirs for years.

This is a name that is well held institutionally and in the retail market. There may be some acquisition overhang that will ultimately be beneficial. Management will do small acquisitions, but the big deals are likely done he thinks. This company has an attractive payout ratio (near 80%) and so the dividend should be sustainable. It has been a core holding of theirs for years.

This is a name he has avoided due to the uncertainty of their Guatemala silver mine investment. Social license is a big issue for some of these countries. Half of their net asset value is in this country. He worries about the potential for public company conflict with the various levels of government there.

This is a name he has avoided due to the uncertainty of their Guatemala silver mine investment. Social license is a big issue for some of these countries. Half of their net asset value is in this country. He worries about the potential for public company conflict with the various levels of government there.

It is an under-appreciated name that fell out of favour with a previous large Canadian acquisition that the market felt they over paid for. He likes the geographic mix between Canada and Mexico. He is watching for further developments.

It is an under-appreciated name that fell out of favour with a previous large Canadian acquisition that the market felt they over paid for. He likes the geographic mix between Canada and Mexico. He is watching for further developments.

They were trying to sell their Australian gold assets and found gold in the process. There is much talk of the Quebec nickel project that would require a $1 billion of investment. They ran out of patience waiting for projects to be developed, so have not bought back into it.

They were trying to sell their Australian gold assets and found gold in the process. There is much talk of the Quebec nickel project that would require a $1 billion of investment. They ran out of patience waiting for projects to be developed, so have not bought back into it.

There is a more technical based CEO there now. The company has gone through good expansion and now they are focusing on permitting in the Arizona mine. It has been a lengthy process to get approvals and expects 2019 to see approval. He is generally very light on holding base metals, especially in the face of current trade disputes.

There is a more technical based CEO there now. The company has gone through good expansion and now they are focusing on permitting in the Arizona mine. It has been a lengthy process to get approvals and expects 2019 to see approval. He is generally very light on holding base metals, especially in the face of current trade disputes.

A Colombian oil producer that they own currently. The company recently put itself up for sale. He thinks this company feels some of the assets may have reached a maturity point, especially the Colombian assets. He thinks the company is under-valued by about $2-$3 per share and that is why they continue to hold it.

A Colombian oil producer that they own currently. The company recently put itself up for sale. He thinks this company feels some of the assets may have reached a maturity point, especially the Colombian assets. He thinks the company is under-valued by about $2-$3 per share and that is why they continue to hold it.

He has owned this periodically, especially when production started in Peru and New Brunswick. Now they have diversified further into Africa. It is the largest independent iron producer and the balance sheet is impeccable. He also likes their leverage to zinc. He also worries about the social license of a public company in some of these countries.

He has owned this periodically, especially when production started in Peru and New Brunswick. Now they have diversified further into Africa. It is the largest independent iron producer and the balance sheet is impeccable. He also likes their leverage to zinc. He also worries about the social license of a public company in some of these countries.

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